Alerts Center

The Alerts Center helps you stay informed by notifying you when specific events occur within your account, such as changes in lead volume or the need for additional tracking numbers. These alerts allow you to proactively manage your account, address issues as they arise, and ensure your tracking remains consistent and reliable.

In just a few simple steps, you can create customized alerts that keep you in control and help you respond quickly to key changes in your account.

Step 1: Access the Alerts Center

1Log in to WhatConverts and select either the Master Account or one of your Profiles.
2Click on the Alerts Center icon in the top-right corner of the page.
3Click on the Manage Alerts icon.

Note: Alerts can be applied at either the Master Account or Profile level. Be sure you’re working at the correct level before continuing.

Step 2: Create an Alert

1Click + Create Alert
2Choose the event that will trigger the alert.

• Leads increase or decrease
• More call tracking numbers are needed

Leads Increase or Decrease

This alert notifies you when the number of leads in your account increases or decreases over a specific time period.

Configure the following:

If Leads

• Select which lead types the alert will apply to.
• Choose whether to monitor for an increase or a decrease in leads.
• Set the number of leads that will trigger the alert.
• Choose the time period.

To

• Select the email addresses that will receive the alert.

Alert Message

• Write a custom message that will be included in the alert.

Click “Save Alert” when you’re done.

Note: If you do not check the “Enable alert after saving” option, the alert will remain disabled. You can enable it later from the Alerts page.

More Call Tracking Numbers Are Needed

This alert notifies you when all the tracking numbers in a number pool have been checked out within a specific time period.

Configure the following:

If Number Pools

• Select which number pools the alert will apply to.
• Choose the time period.

To

• Select the email addresses that will receive the alert.

Alert Message

• Write a custom message that will be included in the alert.

Click “Save Alert” when you’re done.

Note: If you do not check the “Enable alert after saving” option, the alert will remain disabled. You can enable it later from the Alerts page.

Step 3: Manage Alerts

The Alerts page lists all active and inactive alerts.

When an alert is triggered, you will receive:

• An email notification
• A dashboard notification

Managing a Triggered Alert

To manage triggered alerts:
1Click the Alerts Center icon.
2Hover over an active alert to choose from the available options:

Mute Alert - Marks the alert as “read” and disables it.
Clear Alert - Marks the alert as “read” and deletes it.

Note:
Muting an alert disables it, but it can be re-enabled from the Alerts page.
Clearing an alert deletes it; you’ll need to recreate it if needed again.

If you have any questions, please contact WhatConverts Support or email support@whatconverts.com